When a loved one passes away, there is often a lot that needs to get done while also grappling with deep grief, shock, and other complex emotions. We wanted to create a guide to outline the basic steps to take when you just need to put one foot in front of the other.
“Losing a Loved One” includes important information such as who to notify, common steps to discuss with counsel, an example letter, additional reading, and a list of support organizations.
You’ll find Created’s “Losing a Loved One” guide here:
Please feel welcome to forward or download the guide to print and/or share with others who may need it. Our sincere hope is that this guide will provide direction when it’s needed most.
As mentioned in the guide, it’s essential during times like these to engage a team of professionals (wealth advisor (hi! :)), accountant, attorney, etc.). We are always here as a resource to connect you or a loved one with quality professionals, and to support you however we can.
In good wealth,